Stephen
Riebe

Ubs Financial Services Inc

CRD#1204297
Investment Advisor
in Austin, TX
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About this Advisor

Stephen Riebe is a financial advisor whose office is in Austin, Texas. Currently an advisor at Ubs Financial Services Inc, they have gathered 12 years of professional experience in the financial advisory industry. Riebe maintains Series 63 and Series 65 licenses, qualifying the advisor as both a securities agent and an investment advisor representative. Riebe is able to work with investors based out of Texas. During their career, Riebe has held roles at Citigroup Global Markets Inc, Morgan Stanley Smith Barney and Ubs Financial Services Inc. Ubs Financial Services Inc is based out of Austin, Texas, and operates out of 369 other locations across the country. Overall, Ubs Financial Services Inc oversees $496 billion in assets throughout 922,927 client accounts and retains more than 13,402 people. The level of assets currently under the firm's management places it among the biggest financial advisory firms in the United States. The firm manages 453,419 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 52% of the advisory firm's customers are high-net-worth individuals, meaning they have over $1 million in assets. Ubs Financial Services Inc provides financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, security rating services and educational seminars. The firm's fees may include asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 63, Series 65, Chartered Financial Consultant

Years of Experience

12 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Security ratings or pricing services, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions, Others

Disclosures

No

Office Location

98 San Jacinto Blvd Suite 600
Austin, TX 78701

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Ubs Financial Services Inc Brokerage Details

Total Assets Under Management

$496,034,949,376

TX Average: $10,121,009,343
Total Number of Employees

13,335

TX Average: 92
Total Number of Accounts

957,738

TX Average: 6,978
Average Account Size

$517,923

TX Average: $1,450,417

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Security ratings or pricing services
  • Educational seminars/workshops

Stephen Riebe Work History

Stephen has 12 years of experience.

2011 - Present (8 years)

Ubs Financial Services Inc

2009 - 2011 (2 years)

Morgan Stanley Smith Barney

2006 - 2009 (3 years)

Citigroup Global Markets Inc

Disclosures

Stephen Riebe has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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